BMO Financial Group M&A Associate I&CB in Houston, Texas


The Associate is responsible for efficiently supporting the origination and execution of M&A transactions in the Energy sector (upstream and midstream) including performing complex financial modeling and analysis. The Associate will monitor multiple clients and transactions at a time in a proactive and independent manner. As part of an ongoing team approach to best serve and manage clients, the Associate will also be accountable for identifying and recommending related ancillary investment and corporate banking products to clients. Associates coach and mentor analysts in deal execution, pitch development and financial analysis.

Business Development and Client Relationship Management

  • Create pitch books for clients with respect to M&A transactions and strategic alternatives and participate in their presentation to clients.

  • Monitor the M&A environment, the Energy industry and regulatory reform for potential changes or trends which may affect clients.

  • Directly manage a diverse portfolio of public and private companies as well as private equity with progression toward increasing client responsibility.

  • Review and continually monitor performance of existing accounts and client relationships.

  • Conduct due diligence that includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations.

  • Identify new M&A opportunities for clients.

Financial Modeling and Analysis

  • Create financial models for use in valuation and pro forma consequences of M&A transactions.

  • Generate financial models and analyses as business needs and industry requirements dictate.

  • Analyze industry trends.

Partnership Efforts

  • Initiate contact with ECM, DCM, Corporate Banking and Trading Products to deliver a one bank solution to clients.

  • Participate in deal teams to develop, present and win mandates for new opportunities.

  • Coach and mentor individuals in the Analyst role.



  • An undergraduate degree with academic coursework in finance, economics, or accounting and outstanding academic achievement.

  • MBA degree preferred.

  • 2 years of investment banking or valuation experience at a financial analyst level.

  • Knowledge of M&A, capital markets, investment banking products and applicable regulations.


  • Exceptional skills in quantitative analytics and financial modeling.

  • Highly developed written and oral communication skills.

  • Expertise in financial computer applications and database management tools including MS Excel.

  • Strong proficiency in other Microsoft Office products and the Internet.

  • Strong interpersonal skills used within a demanding team environment and client interaction.

  • Ability to work under limited supervision.

  • Ability to learn and adapt quickly.

  • Excellent capability to independently and proactively service multiple clients.

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.

Job Field:

Capital Markets

Job Schedule:


Primary Location:

United States-Texas-Houston